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Monday, 28 February 2011 04:35 |
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End of Life Planning is an all too often avoided area. According to an excellent article by Judith Johnson in the Huffington Post, "The key to effective end-of-life planning is not to race through filling out legal documents, but rather to take our time to thoughtfully clarify our thoughts, attitudes, beliefs and feelings about dying and death first." Johnson lists "The Five Areas of End-of-Life Preparation," "Top Seven Excuses for Not Putting Our Affairs in Order," and "The Top Five Payoffs for Putting Your Affairs in Order Now!"
Read the article here
Ronald Zack offers affordable, basic and advanced estate planning packages for your situation. Counseling focuses on your needs and desires. Please call and ask about our plans.
Ronald Zack is a Tucson Estate Planning and Elder Law attorney who can help design an estate plan that will achieve your objectives, including providing for yourself in the event of your disability and your loved ones after you are gone. A carefully prepared estate plan can assure the transfer of your non-financial wealth, along with your financial assets. In addition to wills, trusts, powers of attorney and other planning documents, Ronald Zack can help with any actions in Probate Court - guardianships, conservatorships, probate administration. Please call for a comprehensive evaluation that will focus on your needs and your particular situation.
Ronald Zack PLC
520-664-3420, 520-331-3232;
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Last Updated on Monday, 28 February 2011 07:30 |
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Sunday, 27 February 2011 08:33 |
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Estate planning is often thought of as planning for after death. It that case, estate planning involves distribution of assets, providing for beneficiaries and otherwise passing along a legacy. An equally important component of estate planning is providing for disability and incapacity, protecting assets from catastrophic medical costs and maintaining assets for the disabled individual and loved ones. Absence of planning for disability can trigger "living probate" - the need for a conservatorship or guardianship, both very expensive, time-consuming and often intrusive legal procedures. The article linked below describes an example of what can happen without proper planning.
Read the article here
Ronald Zack offers affordable, basic and advanced estate planning packages for your situation - especially for disablity planning. Counseling focuses on your needs and desires. Please call and ask about our plans.
Ronald Zack is a Tucson Estate Planning and Elder Law attorney who can help design an estate plan that will achieve your objectives, including providing for yourself in the event of your disability and your loved ones after you are gone. A carefully prepared estate plan can assure the transfer of your non-financial wealth, along with your financial assets. In addition to wills, trusts, powers of attorney and other planning documents, Ronald Zack can help with any actions in Probate Court - guardianships, conservatorships, probate administration. Please call for a comprehensive evaluation that will focus on your needs and your particular situation.
Ronald Zack PLC
520-664-3420, 520-331-3232;
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Last Updated on Sunday, 27 February 2011 08:43 |
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Monday, 21 February 2011 04:51 |
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A number of changes were made to the tax law for 2011 and 2012. Many changes have to do with estate taxes - the federal death tax, gift tax and generation skipping transfer tax. The article linked below explains those changes and also provides an excellent explanation of other changes, such as income and payroll tax changes. One of the most interesting parts of the article is a chart listing changes in the estate tax every year from 1997 through 2013. This illustration demonstrates how important it is to update and maintain your estate plan.
Read the article here
Ronald Zack, a Tucson area Estate Planning and Elder Law attorney, offers affordable, basic and advanced estate planning packages to fit each situation. Counseling focuses on your needs and desires. Please call and ask about our plans.
Estate planning objectives include providing for yourself and loved ones in the event of your disability and providing for loved ones after you are gone. A carefully prepared estate plan can assure the transfer of your non-financial wealth, along with your financial assets. In addition to wills, trusts, powers of attorney and other planning documents, Ronald Zack can help with any actions in Probate Court - guardianships, conservatorships, probate administration and ALTCS planning. Please call for a comprehensive evaluation that will focus on your needs and your particular situation, needs and budget.
Ronald Zack PLC
520-664-3420, 520-331-3232;
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Last Updated on Monday, 21 February 2011 05:45 |
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Tuesday, 15 February 2011 04:31 |
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An estate plan that works will result in an orderly transfer of your assets with your wishes being carried out as you intended. A recent article in a Massachusetts business journal entitled "Mistakes That Make a Litigator's Day" lists 11 mistakes that can land your estate in court for bitter and expensive battles. For example, do-it-yourself document preparation, without thinking through ramifications and legal consequences, can result in ambiguities and unintended consequences that result in litigation.
Read the article here
Ronald Zack, a Tucson area Estate Planning and Elder Law attorney, offers affordable, basic and advanced estate planning packages to fit each situation. Counseling focuses on your needs and desires. Please call and ask about our plans.
Estate planning objectives include providing for yourself and loved ones in the event of your disability and providing for loved ones after you are gone. A carefully prepared estate plan can assure the transfer of your non-financial wealth, along with your financial assets. In addition to wills, trusts, powers of attorney and other planning documents, Ronald Zack can help with any actions in Probate Court - guardianships, conservatorships, probate administration and ALTCS planning. Please call for a comprehensive evaluation that will focus on your needs and your particular situation, needs and budget.
Ronald Zack PLC
520-664-3420, 520-331-3232;
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Last Updated on Tuesday, 15 February 2011 04:57 |
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Saturday, 12 February 2011 05:39 |
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An often overlooked aspect of 21st century estate planning is how to deal with digital assets - thinks like electronic accounts, passwords, blogs, websites, Facebook and the like. There are some services avaiilable that can coordinate with your estate plan. Sections can be built into a will or a separate memorandum to provide instructions to a digital executor or personal representative. Often, people would choose a different person to act as personal representative or trustee for their digital assets than they would for their stocks, bonds, houses and cars.
Digital assets should be part of the discussion with your estate planning attorney.
The below-linked article describes one columnist's thoughts.
Read the article here
Ronald Zack offers affordable, basic and advanced estate planning packages for your situation. Counseling focuses on your needs and desires. Please call and ask about our plans.
Ronald Zack is a Tucson Estate Planning and Elder Law attorney who can help design an estate plan that will achieve your objectives, including providing for yourself in the event of your disability and your loved ones after you are gone. A carefully prepared estate plan can assure the transfer of your non-financial wealth, along with your financial assets. In addition to wills, trusts, powers of attorney and other planning documents, Ronald Zack can help with any actions in Probate Court - guardianships, conservatorships, probate administration. Please call for a comprehensive evaluation that will focus on your needs and your particular situation.
Ronald Zack PLC
520-664-3420, 520-331-3232;
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Last Updated on Saturday, 12 February 2011 05:49 |
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Minimize the burden your loved ones will face.
Package includes Last Will and Testament, financial and healthcare powers of attorney, and living will.
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